Webinar Recording

Date: Thursday, October 2, 2014Time: 11:00 am
- 12:00 pm
EDT
There are no CPE Credits for this Solution Demonstration.

To survive and thrive in this environment today’s fast moving marketplace, a company’s planning and forecasting processes needs to be agile, align around a consistent set of resources, and deliver a trusted level of accuracy. The greater availability of enterprise-wide data and specific F&A software solutions means that companies are already meeting this challenge, right? Unfortunately, many companies feel stuck in a static budgeting and forecasting environment or are unable to unlock the strategic value that operational data has to offer. Companies of all sizes can live in a dynamic planning and forecasting environment which facilitates analysis and delivers information that impact factors that drive company performance. How?

Understand the 5 key components of the value proposition for driver-based budgeting and planning

Speakers

Paul Hamerman

Vice President and Principal Analyst, Forrester Research Inc.

As an analyst on the Applications Development & Delivery team at Forrester, Paul focuses on human resources management and financial applications, as well as trends and directions in the overall market for enterprise applications. His work includes analyzing market trends in technology adoption, business process best-practices, software market sizing and segmentation, competitive analysis, application deployment models (e.g., SaaS), and next-generation technologies.

Paul earned a B.A. in economics from Connecticut College and an MBA from Duke University's Fuqua School of Business. He is a certified public accountant (CPA) and a certified management accountant.

Richard Barrett

Financial Software Expert, Anaplan

An expert in the field of financial software, Richard Barrett spent half his career seeking out and working alongside entrepreneurs to maximize their companies’ values and the other half in commercial roles in the multinationals that subsequently acquired them. His experience spans both large and small companies in sportswear, express parcels, insurance and, in the last two decades, financial software. He first became involved in cost management and driver based planning in the late ‘80s, has taught and written on them for the UK’s Chartered Institute of Management Accounting and ended his career marketing them at ALG Software, BusinessObjects and SAP.

Moderated by: Ernie Humphrey

Educational Programs Leader, Proformative

Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.

Sponsor

Anaplan - Anaplan the leader of cloud-based, in-memory business modeling and planning for sales, operations, and finance. We built our platform from the ground up to empower companies to plan, collaborate and act—in real-time. Unlike legacy planning tools, Anaplan delivers what you’ve always needed in a planning solution—powerful modeling, adaptability on the fly, engaged users, and real-time performance no matter the data volume and complexity. Anaplan enables business users across your organization to turn the complexity of your business operations into powerful, easy-to-use models. Stay ahead of critical business events, rapidly model potential impacts and course correct on the fly. With Anaplan’s cloud-based platform, you can continuously align your people, plans and spend to your market opportunities.

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